See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,080 | $88,583-23.1% | $88,497-23.1% | $273,961-75.1% |
| Participation rate | 90.0% | 83.5%+6.5pp | 82.4%+7.6pp | 83.0%+7.0pp |
| Annual return | 7.85% | 5.68%+2.2pp | 7.63%+0.2pp | 41.45%-33.6pp |
| Employer contribution / active EE | $11,199 | $4,502+148.7% | $4,036+177.4% | $4,869+130.0% |
| Participant deferral / active EE | $6,986 | $4,891+42.8% | $4,899+42.6% | $5,287+32.1% |
| Admin fee / account holder | $1,170 | $8,980-87.0% | $6,220-81.2% | $10,132-88.5% |